SMEAD FUNDS Trademark
Trademark Overview
On Monday, October 6, 2025, a trademark application was filed for SMEAD FUNDS with the United States Patent and Trademark Office. The USPTO has given the SMEAD FUNDS trademark a serial number of 99429073. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Monday, October 6, 2025. This trademark is owned by Smead Capital Management. The SMEAD FUNDS trademark is filed in the Insurance & Financial Services category with the following description:
Investment advice; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Advice relating to investments; Financial management relating to investments; Financial consulting services, namely, advising others regarding intellectual property investments; Providing information and research in the field of finance and financial investments; Investment of funds; Information, advisory, consultancy and financial research services relating to finance and investments; Investment advisory services; Equity capital investment; Investment consultation; Investment management; Investment fund management services; Mutual funds and capital investment; Family office investment advisory services; Investment of funds for others; Financial investment analysis and stock research; Management of a capital investment fund; Financial planni...
General Information
| Serial Number | 99429073 |
| Word Mark | SMEAD FUNDS |
| Filing Date | Monday, October 6, 2025 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Monday, October 6, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Description of Mark | The mark consists of Smead Funds in the colors Jet Gray (2c2b2b) and red (ff0020) with white background. |
| Goods and Services | Investment advice; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Advice relating to investments; Financial management relating to investments; Financial consulting services, namely, advising others regarding intellectual property investments; Providing information and research in the field of finance and financial investments; Investment of funds; Information, advisory, consultancy and financial research services relating to finance and investments; Investment advisory services; Equity capital investment; Investment consultation; Investment management; Investment fund management services; Mutual funds and capital investment; Family office investment advisory services; Investment of funds for others; Financial investment analysis and stock research; Management of a capital investment fund; Financial planning and investment advisory services; Financial services in the nature of an investment security; Financial services, namely, investment fund transfer and transaction services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial investment in the field of securities; Financial management in the field of securities; Providing information regarding financial investment strategies for securities; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others |
| Indication of Colors claimed | The color(s) 2C2B2B, FF0020 is/are claimed as a feature of the mark. |
Classification Information
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, October 6, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, July 1, 2020 |
| First Use In Commerce Date | Wednesday, July 1, 2020 |
Trademark Owner History
| Party Name | Smead Capital Management |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Phoenix, AZ 85016 |
Trademark Events
| Event Date | Event Description |
| Monday, October 6, 2025 | NEW APPLICATION ENTERED |
| Monday, October 6, 2025 | APPLICATION FILING RECEIPT MAILED |
